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iShares Morningstar Small-Cap Growth ETF

61 hedge funds and large institutions have $71.1M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
13
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
51
Archer Investment Corporation
Indiana
$15K -$3.2K -114 -18%
GRP
52
Global Retirement Partners
California
$14K
SFS
53
Sowell Financial Services
Arkansas
$12K -$12K -450 -50%
CFGS
54
Concourse Financial Group Securities
Alabama
$12K +$2.7K +96 +29%
RFA
55
Reilly Financial Advisors
California
$8K
AssetMark Inc
56
AssetMark Inc
California
$6K
LWA
57
Lowe Wealth Advisors
Maryland
$6K
GG
58
Gleason Group
Kentucky
$4K
NFG
59
Next Financial Group
Texas
$4K
IRC
60
Investors Research Corp
Georgia
$2K +$2K +72 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
-$1.06M -30,108 Closed
MAS
62
Madden Advisory Services
Florida
-$951K -26,940 Closed
FSC
63
Full Sail Capital
Oklahoma
-$445K -11,988 Closed
F
64
F3Logic
Minnesota
-$400K -11,316 Closed
CAN
65
Cetera Advisor Networks
California
-$397K -11,262 Closed
RJA
66
Raymond James & Associates
Florida
-$273K -7,716 Closed
CS
67
Comerica Securities
Michigan
-$272K -7,704 Closed
SG
68
StoneX Group
New York
-$236K -6,678 Closed
EAM
69
Evanson Asset Management
California
-$212K -6,000 Closed
BRWA
70
B. Riley Wealth Advisors
Florida
-$207K -5,856 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
-$40K -1,140 Closed
PO
72
Private Ocean
California
-$11K -300 Closed